Holdings of Relyea Zuckerberg Hanson LLC
247 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.6 % of the equity sleeve
Sector breakdown
- Funds 11.4 %
- Technology 9.0 %
- Financials 3.5 %
- Health care 3.1 %
- Communication 2.5 %
- Consumer discretionary 1.9 %
- Industrials 1.7 %
- Consumer staples 1.4 %
- Energy 0.8 %
- Utilities 0.3 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 64.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 247 | 913.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | INVESCO AEROSPACE & DEFEN | 1,701 | 281.9K $ | |
| 202 | CBRE Group Inc | 2,056 | 278.5K $ | |
| 203 | Church & Dwight Co Inc | 2,979 | 278K $ | |
| 204 | WW Grainger Inc | 254 | 276.5K $ | |
| 205 | Starbucks Corp | 3,078 | 275.8K $ | |
| 206 | S&P Global Inc | 641 | 272.7K $ | |
| 207 | Marriott International Inc/MD | 824 | 269.5K $ | |
| 208 | Trimble Inc | 4,127 | 269.2K $ | |
| 209 | Cigna Group/The | 974 | 259.7K $ | |
| 210 | Palo Alto Networks Inc | 1,603 | 257K $ | |
| 211 | Phillips 66 | 1,403 | 255.6K $ | |
| 212 | iShares Trust | 1,319 | 253K $ | |
| 213 | ServiceNow Inc | 2,371 | 247.9K $ | |
| 214 | American Electric Power Co Inc | 1,887 | 247.3K $ | |
| 215 | iShares S&P Mid-Cap 400 Growth ETF | 2,448 | 246.3K $ | |
| 216 | Arista Networks Inc | 1,962 | 240.9K $ | |
| 217 | Global X Funds | 3,372 | 238.9K $ | |
| 218 | Enterprise Products Partners LP | 6,300 | 238.4K $ | |
| 219 | iShares Select U.S. REIT ETF | 3,800 | 235.2K $ | |
| 220 | Motorola Solutions Inc | 541 | 234.8K $ | |
| 221 | Constellation Energy Corp. | 837 | 233.8K $ | |
| 222 | Travelers Cos Inc/The | 790 | 230.4K $ | |
| 223 | Boeing Co/The | 1,154 | 229.7K $ | |
| 224 | Dell Technologies Inc | 1,388 | 227.8K $ | |
| 225 | State Street Utilities Select Sector SPDR ETF | 4,948 | 227.1K $ | |
| 226 | Schwab International Equity ETF | 9,146 | 226.4K $ | |
| 227 | Equinix Inc | 230 | 225.5K $ | |
| 228 | General Dynamics Corp | 654 | 224.5K $ | |
| 229 | Welltower Inc | 1,128 | 223K $ | |
| 230 | iShares Trust | 4,241 | 222.9K $ | |
| 231 | iShares S&P Mid-Cap 400 Value ETF | 1,657 | 219.5K $ | |
| 232 | Schwab US Dividend Equity ETF | 7,130 | 218.7K $ | |
| 233 | Ishares S&p 100 Etf | 685 | 218K $ | |
| 234 | Cadence Design Systems Inc | 778 | 216.2K $ | |
| 235 | Booking Holdings Inc | 51 | 214.7K $ | |
| 236 | Energy Transfer LP | 11,000 | 212.3K $ | |
| 237 | WisdomTree Trust | 3,104 | 211K $ | |
| 238 | FedEx Corp | 590 | 210K $ | |
| 239 | Crowdstrike Holdings Inc | 529 | 206.5K $ | |
| 240 | Baker Hughes Co | 3,363 | 205.3K $ | |
| 241 | Verisk Analytics Inc | 1,076 | 204.2K $ | |
| 242 | AutoZone Inc | 60 | 202.7K $ | |
| 243 | AGNC Investment Corp | 16,002 | 160.5K $ | |
| 244 | Ocular Therapeutix Inc | 17,600 | 149.1K $ | |
| 245 | BEELINE HOLDINGS INC | 40,000 | 94K $ | |
| 246 | Petco Health & Wellness Co Inc | 23,121 | 64.3K $ | |
| 247 | Eledon Pharmaceuticals Inc | 12,000 | 37K $ | |